钼 (Molybdenum) 加自选

国际展望周：经济增长反弹，日本央行继续加息。尽管我们和普遍预期在第三季度环比年化收缩2.3%后，2025年第四季度将出现反弹，但我们预测复苏温和，为1.2%，而普遍预期为1.6%。第三季度的收缩主要是由于净出口疲软，此前在预期的美国关税之前，出货量被提前至第二季度。

International Week Ahead: Growth Rebound to Keep BoJ Hikes in Play.While both we and consensus expect a rebound in Q4-2025 following the quarter-over-quarter annualized 2.3% contraction in Q3, we forecast a milder recovery of 1.2% versus 1.6% for consensus. The contraction in Q3 was driven largely by weaker net exports after shipments were pulled forward into Q2 ahead of anticipated U.S. tariffs.

天然气价格预测：超卖水平暗示潜在反弹。天然气正在巩固近长期支撑位，技术迹象表明可能出现每周看涨反转，上行目标形成在关键通道和斐波那契水平之上。

Natural Gas Price Forecast: Oversold Levels Suggest Potential Rally.Natural gas is consolidating near long-term support, with technical signs suggesting a potential weekly bullish reversal and upside targets forming above key channel and Fibonacci levels.

马来西亚：2026年增长放缓——大华银行。马来西亚：2026年增长放缓——大华银行

Malaysia: Growth seen moderating in 2026 – UOB.Malaysia: Growth seen moderating in 2026 – UOB

美国商品期货交易委员会石油NC净头寸从之前的124.6K降至117.8K。美国商品期货交易委员会石油NC净头寸从之前的124.6K降至117.8K

United States CFTC Oil NC Net Positions fell from previous 124.6K to 117.8K.United States CFTC Oil NC Net Positions fell from previous 124.6K to 117.8K